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5976.T$1261.00-3.06%
Fair $1261.00+0.0%

5976.T

Neturen Co., Ltd.

Basic Materials / SteelTokyo

$1261.00

-40.00 (-3.06%)

Fairly Valued+0.0%Fair Value $1261.00Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9
Margin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 70.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 5976.TLocal privado en este navegador · Neturen Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$41.1B

P/E

31.7x

↑

EV/EBITDA

6.2x

↓

ROE

3.0%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.12

↓
52-Week Range$1261
$1042$1512

TradingView lightweight chart

5976.T price, volumen y niveles de valoración

Último $1,269Periodo +353.2%
Fair value: $1,261

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.8%

FCF CAGR

-35.6%

FCF margin

2.5%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.56B · net income $1.81B · FCF $1.43B

2022-FY → 2025-FY

Gross margin

18.0%-3.3% pts

Operating margin

2.8%-4.2% pts

Net margin

3.2%-1.9% pts

FCF margin

2.5%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.56B$57.56B$57.20B$57.52B$53.00B
Net Income$1.81B$1.81B$1.54B$381.0M$2.69B
EBITDA$5.22B$5.22B$5.08B$4.04B$7.47B
EPS51.5951.5941.919.8967.45
Gross Margin18.0%18.0%17.2%17.8%21.3%
Operating Margin2.8%2.8%2.9%4.2%7.0%
Net Margin3.2%3.2%2.7%0.7%5.1%
Balance Sheet
Debt/Equity0.120.120.020.030.04
Current Ratio3.353.35———
Cash Flow
Free Cash Flow$1.43B$1.43B$1.66B$2.60B$5.33B
Returns
ROE3.0%3.0%2.6%0.6%4.5%
Valuation
P/E31.7531.7525.3668.258.32
EV/EBITDA6.226.224.802.370.78
P/B0.750.750.650.440.38
Growth & Yield
Revenue Growth0.6%0.6%-0.6%8.5%—
EPS Growth23.1%23.1%323.8%-85.3%—
Dividend Yield5.7%5.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

29.4%

muy exigente

EPS terminal req.

$111.89

Spread vs growth

-6.3%

5Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$135.39

Spread vs growth

1.8%

10Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$218.05

Spread vs growth

7.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +26.2%

Total return

+26.2%

Start / end P/E

25.1x → 24.6x

EPS bridge

41.91 → 51.59

Residual

-0.5%

EPS growth+23.1%
Multiple rerating-2.1%
Dividend+5.7%
Residual / FX / buybacks / cross-term-0.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.